See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,646 | $68,719+141.0% | $91,541+81.0% | $84,808+95.3% |
| Participation rate | 77.8% | 64.5%+13.3pp | 69.8%+8.0pp | 68.3%+9.5pp |
| Annual return | 15.45% | 19.12%-3.7pp | 20.50%-5.1pp | 40.90%-25.4pp |
| Employer contribution / active EE | $6,975 | $1,920+263.3% | $2,505+178.5% | $2,631+165.1% |
| Participant deferral / active EE | $4,228 | $3,136+34.8% | $4,008+5.5% | $4,212+0.4% |
| Admin fee / account holder | $20,773 | $5,786+259.0% | $6,956+198.6% | $7,344+182.9% |